Our approach

Our approach | Structured approach | Research driven | Relationships are key | Preparing for your first meeting | Contact an Invest View Advisor | Useful financial terms | Useful links |  

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Relevant links

ASIC's financial website for consumers

FPA's financial planning site for consumers

What to look for in a financial planner

Becoming a client

Preparing for your first meeting

Below we list some of the things you should consider prior to your initial meeting with your Invest View Advisor. 

The process for a new client

1. Contact Invest View to arrange an obligation free meeting with an experienced Invest View Wealth Advisor. For an obligation free meeting with an experienced Invest View Wealth Adviser, call today on (02) 9326 6266 or email us. 
2. Prepare and bring your financial information to the meeting (include information about your income and expenses, assets and liabilities, super statements, insurance policies, etc). Please see below for more details.
3. Meet face to face with one of our friendly, qualified advisers who will look at your total financial and personal situation, taking into consideration your needs, goals and objectives. This should take approx. 1 hour.
4. Once this analysis has taken place, your Invest View Wealth Advisor can devise a comprehensive financial plan, tailored for your individual needs.
5. Working with you, your Invest View Wealth Advisor can assist you to implement your financial plan
6. Through regular communications (phone, email, meetings), our advisors will provide an ongoing monitoring service and will update of your plan to ensure you are effectively building and protecting your wealth.

Prior to the first, obligation free meeting

Step 1 Think about your financial goals.
For example, are you interested in: Protecting your income in case you fall ill? Borrowing to buy a home? Saving for retirement? Saving for something special? Generating extra income? Investing to build up a lump sum?

Step 2 Check how much you can afford to set aside to achieve your goals.
For example, you might pay or save: A specific sum each month out of your income; A single lump sum; or Lump sums when you can afford them.

Step 3 Consider how you feel about risk.
If your aim involves saving or investing, is it important to you that you do not risk losing any of your original investment (your capital)? Or can you afford to lose some of your capital, and are you willing to accept the risk that this may happen if it gives you the chance of a bigger return?

Step 4 Have available personal information that will help your Invest View Wealth Advisor make their assessment and recommendations.
For example, details of any partner, children or other dependants, your employment status, how much you earn, what income tax rate you pay, and what financial products you already have.

We are different

If the above sounds unusual coming from a financial planning business, perhaps you should talk to us. We really are different. Call us today on (02) 9326 6266 or email us.